- Diversify income by offering a range of products beyond financial services.
- Leverage a portfolio of property and casualty, life and health insurance, annuities, and investment options.
- Educate clients about our offerings.
- Collaborate with Insurance Agents to generate sales.
- Set up an office and recruit a team.
- Host financial solution workshops.
- Enjoy flexibility in managing our schedules.
- Opportunities for global trips and financial incentives.
- Access to learning resources and marketing support.
- Backed by our 95+ years of brand history, promoting a culture of authenticity, integrity, and inclusivity.
- Entrepreneurial and driven individuals.
- Proven track record of growth in insurance or financial services industry.
- Excellent communication skills and business mindset.
- Devoted to establishing strong client relationships.
- Passionate about contributing positively to communities.
- Series 6/63 licenses.
- SIE certification.
- Life/Health Insurance License.
- Accredited Asset Management Specialist (AAMS).
- Chartered Financial Analyst (CFA).
- Certified Public Accountant (CPA).
- Certified Financial Planner (CFP).
- Chartered Financial Consultant (ChFC).
- Bachelor's Degree.
- 2+ years of experience as a Financial Advisor.
- 5+ years of business ownership or managerial experience.
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COUNTRY Trust Bank Financial Advisor - Gibson City, United States - Country Financial
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Description
Our Financial Advisors work with COUNTRY Trust Bank, managing various products and services. We are seeking an experienced professional to oversee a profitable book of business ready for expansion.
The Role:
As Financial Advisors, we engage with both current and potential clients to boost our business. Here's what we do:
Benefits:
Financial Advisors enjoy:
Qualifications:
Requirements:
Preferred: